Institutional Ownership Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM). We have compiled data on the 823 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
66,730
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
66,652
shares
|
$2.58 Million
0.64% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
64,813
shares
|
$2.51 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
64,601
shares
|
$2.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
64,565
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
64,304
shares
|
$2.49 Million
1.08% of portfolio
|
Q4 2024
Added 36.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
63,874
shares
|
$2.47 Million
0.39% of portfolio
|
Q4 2024
Added 427.8%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
63,793
shares
|
$2.47 Million
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
62,928
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
62,680
shares
|
$2.43 Million
1.88% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
62,303
shares
|
$2.41 Million
1.73% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
62,206
shares
|
$2.41 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
62,118
shares
|
$2.41 Million
1.25% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
61,525
shares
|
$2.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
61,417
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
61,123
shares
|
$2.37 Million
0.1% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
60,446
shares
|
$2.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
59,701
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
59,311
shares
|
$2.3 Million
0.47% of portfolio
|
Q4 2024
Added 59.91%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
59,065
shares
|
$2.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
58,920
shares
|
$2.28 Million
1.04% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
58,085
shares
|
$2.25 Million
0.16% of portfolio
|
Q4 2024
Reduced 61.63%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
57,916
shares
|
$2.24 Million
0.85% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
57,377
shares
|
$2.22 Million
2.45% of portfolio
|
Q2 2022
Added 1.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,031
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|